Apple shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Apple
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Quarterly reported holdings in Apple by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $195M | 838k | 233.00 |
| 2024-06-30 | $197M | 936k | 210.62 |
| 2024-03-31 | $185M | 1.1M | 171.29 |
| 2023-09-30 | $168M | 983k | 171.21 |
| 2023-06-30 | $175M | 904k | 193.97 |
| 2023-03-31 | $156M | 948k | 164.90 |
| 2022-12-31 | $120M | 921k | 129.93 |
| 2022-09-30 | $121M | 875k | 138.20 |
| 2022-06-30 | $120M | 877k | 136.72 |
| 2022-03-31 | $155M | 889k | 174.61 |
| 2021-12-31 | $159M | 896k | 177.57 |
| 2021-09-30 | $133M | 944k | 141.25 |
| 2021-06-30 | $136M | 988k | 137.50 |
| 2021-03-31 | $123M | 1.0M | 122.50 |
| 2020-12-31 | $104M | 783k | 132.50 |
| 2020-09-30 | $112M | 965k | 115.81 |
| 2020-06-30 | $76M | 207k | 364.80 |
| 2020-03-31 | $51M | 199k | 254.29 |
| 2019-12-31 | $62M | 201k | 309.51 |
| 2019-09-30 | $58M | 220k | 261.96 |
| 2019-06-30 | $93k | 309k | 0.30 |
| 2019-03-31 | $31k | 314k | 0.10 |
| 2018-12-31 | $45M | 267k | 169.43 |
| 2018-09-30 | $68M | 325k | 209.95 |
| 2018-06-30 | $40M | 215k | 185.11 |
| 2018-03-31 | $17M | 99k | 167.78 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors